When we speak with Domain Experts, one question comes up consistently:
“Which AI workflows should I recommend for this industry?”
To make this knowledge available and useful to all. We’re starting a short series in the community where we break down how different industries typically benefit from AI and which workflows we recommend starting with.
We’re beginning with financial services, with more industries to follow. If there’s one you’d like covered next, comment below.
Who these conversations are for
You’re usually speaking to a CEO, Managing Director, or owner. They care about three outcomes; Increase revenue’ Reduce costs; Manage risk
That framing matters. But adoption only works if day-to-day users see value. For them, the focus should be Less admin, Easier work, More time on what actually matters
Recommended workflows for financial services
1. Initial consultations and advice preparation
Preparing for first meetings, drafting advice summaries, and managing follow ups.
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Exec value: More advisor capacity and consistent client experience without hiring.
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User value: Less prep and follow up admin, more time with clients.
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Common users: Financial Advisors, Mortgage Advisors, BDMs, Sales roles.
2. Logging and updating client records
Capturing meeting notes, updating CRMs, and keeping records consistent.
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Exec value: Lower operational cost and reduced compliance risk.
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User value: No more repetitive data entry after every interaction.
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Common users: Sales people, Financial Assistants, Sales Admin, EAs
3. Identifying prospects and booking meetings
Researching leads, drafting outreach, qualifying prospects, and scheduling.
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Exec value: Stronger pipeline without increasing sales headcount.
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User value: Less manual research and scheduling, more conversations and commission.
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Common users: Advisors, Account Executives, Sales and BDM roles.
4. Collecting required documents
Requesting documents, tracking what’s missing, and checking completeness.
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Exec value: Faster case progression and reduced submission risk.
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User value: No chasing or manual tracking.
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Common users: Loan Processors, Underwriters, Client Services, Office Managers.
5. Ongoing compliance support
Reviewing records and flagging gaps against regulatory requirements.
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Exec value: Continuous risk control and better consistency.
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User value: Less pressure and manual double checking.
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Common users: Compliance, Operations, Risk teams.
How to use this with clients
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With executives: lead with capacity, cost reduction, and risk control.
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With users: lead with less admin, simpler work, and time back.
Start with workflows that are unavoidable, repetitive, and well defined. These create fast wins and make adoption simple.